13:00–14:00：韶关算力规划、百万台智驾定点 (2026)

[
  {
    "event_id": "cls-cn-20260909-shaoguan-75w-pflops-1324",
    "title": "韶关规划2030年超75万PFLOPS智算装机",
    "event_time_utc": "2026-09-09T05:24:32Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-09-09T05:24:32Z",
    "event_type": "capacity_plan",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {"SEMICONDUCTOR": 1},
    "confidence": 91,
    "horizon": "weeks",
    "raw_facts": {
      "issuer": "韶关市相关规划公开征求意见稿（财联社转述）",
      "standard_racks_by_2030": "100万个标准机架承载能力",
      "compute_installation_by_2030": "超75万PFLOPS智算装机能力",
      "actual": "规划提出到2030年形成100万个标准机架承载能力、具备超75万PFLOPS智算装机能力",
      "consensus": "原文未披露",
      "prior": "原文未披露"
    },
    "transmission_chain": "2030年标准机架与智算装机规划上调算力基础设施建设预期→服务器、AI加速器与存储需求的远期可见度提高→半导体ETF算力硬件权重获得边际支撑",
    "invalidation_conditions": "规划未获正式批准、后续版本下调100万个标准机架或超75万PFLOPS目标，或项目建设进度明显落后",
    "source_urls": ["https://api3.cls.cn/share/article/2478026?os=&sv=8.4.4&app=CailianpressWap"],
    "source_tier": "B"
  },
  {
    "event_id": "cls-cn-20260909-shaoguan-250mw-50mw-1328",
    "title": "韶关推进250MW算力项目及新增50MW签约",
    "event_time_utc": "2026-09-09T05:28:18Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-09-09T05:28:18Z",
    "event_type": "capacity_plan",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {"SEMICONDUCTOR": 1},
    "confidence": 90,
    "horizon": "weeks",
    "raw_facts": {
      "issuer": "韶关市相关规划公开征求意见稿（财联社转述）",
      "tencent_project": "万国、联通签约腾讯250MW算力规模项目，加快服务器上架",
      "new_contract": "推动联通与腾讯尽快签约确定新增50MW算力规模",
      "shaotang_project": "电信中标腾讯200MW韶塘算力项目，加快落地建设",
      "actual": "原文同时披露250MW、50MW和200MW三项算力项目规模",
      "consensus": "原文未披露",
      "prior": "原文未披露"
    },
    "transmission_chain": "250MW、50MW和200MW项目进入签约上架或落地推进→服务器部署与算力芯片采购需求增加→半导体ETF算力基础设施链获得边际支撑",
    "invalidation_conditions": "签约未完成、服务器上架或项目落地取消，或后续公告下调250MW、50MW或200MW项目规模",
    "source_urls": ["https://api3.cls.cn/share/article/2478031?os=&sv=8.4.4&app=CailianpressWap"],
    "source_tier": "B"
  },
  {
    "event_id": "cls-cn-20260909-horizon-6p-jd-logistics-1325",
    "title": "地平线征程6P获京东物流无人车定点",
    "event_time_utc": "2026-09-09T05:25:14Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-09-09T05:25:14Z",
    "event_type": "capacity_plan",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {"SEMICONDUCTOR": 1},
    "confidence": 90,
    "horizon": "weeks",
    "raw_facts": {
      "company": "地平线",
      "solution": "征程6P智能驾驶计算方案",
      "customer_project": "京东物流无人车项目",
      "deployment_outlook": "未来三年内双方合作的无人物流车部署规模有望达到百万台",
      "actual": "征程6P已获得京东物流无人车项目定点；部署规模为有望达到百万台的预期口径",
      "consensus": "原文未披露",
      "prior": "原文未披露"
    },
    "transmission_chain": "征程6P获得物流无人车项目定点且三年部署规模有望达百万台→智能驾驶计算芯片潜在出货量与验证进度改善→半导体ETF车载芯片需求预期获得支撑",
    "invalidation_conditions": "京东物流或地平线后续否认定点、项目车型取消，或三年部署规模明显低于百万台预期",
    "source_urls": ["https://api3.cls.cn/share/article/2478027?os=&sv=8.4.4&app=CailianpressWap"],
    "source_tier": "B"
  },
  {
    "event_id": "cls-cn-20260909-jumpstar-xinjiwei-1334",
    "title": "阶跃星辰入股芯纪微注册资本增至111.11万元",
    "event_time_utc": null,
    "event_time_quality": "unknown",
    "published_at_utc": "2026-09-09T05:34:46Z",
    "event_type": "capacity_plan",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {"SEMICONDUCTOR": 1},
    "confidence": 86,
    "horizon": "weeks",
    "raw_facts": {
      "company": "芯纪微（上海）半导体有限公司",
      "new_shareholder": "上海阶跃星辰智能科技股份有限公司",
      "registered_capital": "111.11万元",
      "established": "2026年6月",
      "business_scope": "集成电路芯片设计及服务、半导体器件专用设备制造、软件开发、集成电路设计",
      "event_time_boundary": "原文仅称近日发生工商变更，具体变更日期原文未披露",
      "actual": "新增股东上海阶跃星辰智能科技股份有限公司，注册资本增至111.11万元",
      "consensus": "原文未披露",
      "prior": "原文未披露"
    },
    "transmission_chain": "AI企业入股并增加半导体芯片设计及专用设备制造公司的注册资本→相关研发与产业化主体获得资本支持→半导体ETF国产芯片生态预期获得边际支撑",
    "invalidation_conditions": "工商信息被更正、股权变更被撤销，或后续披露显示公司经营范围与芯片和半导体设备无关",
    "source_urls": ["https://api3.cls.cn/share/article/2478034?os=&sv=8.4.4&app=CailianpressWap"],
    "source_tier": "B"
  }
]
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